13F 机构持仓

Eversept Partners, LP

NEW YORK NY · SEC CIK 0001697013

2026Q22026Q1 更早 9 个季度 🔒
$18.96亿2026Q1 申报市值
120持仓数
47.9%前十大占比 · 第一大 8.3%
42 / 26新建仓 / 清仓
申报市值走势$19.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

UTHR 8.3%
QQQ 看跌期权 7.3%
ABVX 5.5%
GSK 5.2%
VERA 4.6%
NTRA 4.1%
SPY 看跌期权 3.7%
SNDX 3.6%
CLDX 3.0%
PCVX 2.8%

2026Q1 买入最多 按季末市值估算

BKD 加仓+$4,368.88万
WELL 新建仓+$3,577.62万
DOC 新建仓+$3,254.90万
ABVX 加仓+$3,079.82万
OHI 新建仓+$2,566.45万

2026Q1 卖出最多 按季末市值估算

GSK 减仓-$4,937.00万
DHR 清仓-$4,263.91万
VERA 减仓-$3,616.75万
EXACT SCIENCES C 清仓-$2,454.48万
BRKR 减仓-$2,408.40万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
EVMN EVOMMUNE INC $125.71万0.07%54,680 54,680— $125.71万 新建仓
IMCR IMMUNOCORE HLDGS PLC $118.30万0.06%39,238 39,238— $118.30万 新建仓
ASMB ASSEMBLY BIOSCIENCES INC $113.47万0.06%40,889 -118,787-74.4% -$329.63万 减仓
— PLIANT THERAPEUTICS INC $112.32万0.06%891,425 49,4025.9% $6.22万 加仓
SPRY ARS PHARMACEUTICALS INC $109.40万0.06%136,235 -115,358-45.9% -$92.63万 减仓
WHWK WHITEHAWK THERAPEUTICS INC $105.85万0.06%306,800 46,54117.9% $16.06万 加仓
TYRA TYRA BIOSCIENCES INC $103.62万0.05%27,055 -251,509-90.3% -$963.28万 减仓
— PASSAGE BIO INC $103.29万0.05%131,581 5,3514.2% $4.20万 加仓
DHC DIVERSIFIED HEALTHCARE TR $100.45万0.05%151,283 151,283— $100.45万 新建仓
INMD INMODE LTD $92.67万0.05%67,744 5,8069.4% $7.94万 加仓
SNDA SONIDA SENIOR LIVING INC $91.71万0.05%28,437 28,437— $91.71万 新建仓
BCYC BICYCLE THERAPEUTICS PLC $88.49万0.05%190,715 11,8006.6% $5.48万 加仓
EDIT EDITAS MEDICINE INC $71.86万0.04%290,919 00.0% — 不变
— SS INNOVATIONS INTERNATIONAL $55.08万0.03%110,157 34,79946.2% $17.40万 加仓
REPL REPLIMUNE GROUP INC 看涨期权 $39.78万0.02%52,000 52,000— $39.78万 新建仓
— RETRACTABLE TECHNOLOGIES INC $38.43万0.02%580,919 00.0% — 不变
— EHEALTH INC $28.50万0.02%220,915 -1,655-0.7% -$2,135 减仓
— SELECTQUOTE INC $22.51万0.01%357,661 00.0% — 不变
AIRS AIRSCULPT TECHNOLOGIES INC $20.98万0.01%74,139 74,139— $20.98万 新建仓
KPTI KARYOPHARM THERAPEUTICS INC 看涨期权 $13.26万0.01%23,800 23,800— $13.26万 新建仓
DHR DANAHER CORPORATION $00.00%0 -186,262-100.0% -$4,263.91万 清仓
— EXACT SCIENCES CORP $00.00%0 -241,678-100.0% -$2,454.48万 清仓
— CIDARA THERAPEUTICS INC $00.00%0 -98,721-100.0% -$2,180.65万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -660,177-100.0% -$2,060.41万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
BIIB BIOGEN INC $00.00%0 -77,944-100.0% -$1,371.74万 清仓
— SELECT MED HLDGS CORP $00.00%0 -906,100-100.0% -$1,345.56万 清仓
CGON CG ONCOLOGY INC $00.00%0 -308,466-100.0% -$1,280.75万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -235,293-100.0% -$1,269.17万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -30,195-100.0% -$1,058.49万 清仓
MNKD MANNKIND CORP $00.00%0 -1,852,563-100.0% -$1,050.40万 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -48,241-100.0% -$1,028.69万 清仓
ILMN ILLUMINA INC $00.00%0 -76,721-100.0% -$1,006.27万 清仓
— DYNAVAX TECHNOLOGIES CORP $00.00%0 -605,976-100.0% -$931.99万 清仓
EWTX EDGEWISE THERAPEUTICS INC $00.00%0 -337,340-100.0% -$837.11万 清仓
— CATALYST PHARMACEUTICALS INC $00.00%0 -358,168-100.0% -$835.96万 清仓
HUM HUMANA INC $00.00%0 —— — 申报中断
REGN REGENERON PHARMACEUTICALS $00.00%0 -10,097-100.0% -$779.36万 清仓
CVS CVS HEALTH CORP $00.00%0 -63,696-100.0% -$505.49万 清仓
ACAD ACADIA PHARMACEUTICALS INC $00.00%0 -176,594-100.0% -$471.68万 清仓
PTGX PROTAGONIST THERAPEUTICS INC $00.00%0 —— — 申报中断
ZBIO ZENAS BIOPHARMA INC $00.00%0 -121,016-100.0% -$439.41万 清仓
NHC NATIONAL HEALTHCARE CORP $00.00%0 —— — 申报中断
FTRE FORTREA HLDGS INC $00.00%0 -224,139-100.0% -$386.64万 清仓
MRVI MARAVAI LIFESCIENCES HLDGS I $00.00%0 -718,582-100.0% -$233.54万 清仓
EOLS EVOLUS INC $00.00%0 -344,104-100.0% -$228.83万 清仓
RAPP RAPPORT THERAPEUTICS INC $00.00%0 -59,233-100.0% -$179.71万 清仓
BHVN BIOHAVEN LTD $00.00%0 —— — 申报中断
QURE UNIQURE NV $00.00%0 -62,820-100.0% -$150.33万 清仓
NVAX NOVAVAX INC $00.00%0 -181,220-100.0% -$121.78万 清仓
CBLL CERIBELL INC $00.00%0 -17,094-100.0% -$37.49万 清仓